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LSE - Delayed Quote GBP

Scottish Widows Horizon Mlt-Asst 5 Z Acc (0P00015MGN.L)

1.0550
+0.0070
+(0.67%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -2.85%
5y Average Return 8.45%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (May 2, 2025) 25.29%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 25.29%
Worst 3Y Total Return 2.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015MGN.L
Category
YTD
-2.03%
0.00%
1-Month
-4.83%
0.00%
3-Month
-2.03%
0.00%
1-Year
0.66%
0.00%
3-Year
3.87%
0.00%
5-Year
9.97%
0.00%
10-Year
7.85%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00015MGN.L
Category
2024
10.05%
--
2023
11.52%
--
2022
-13.36%
--
2021
14.18%
--
2020
10.83%
--
2019
25.29%
--
2018
-7.10%
--
2017
14.95%
--

2016
21.83%
--
2015
6.04%
--
2014
8.05%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.11% 2.11% -0.51% 1.14%
2023 3.99% 1.65% -1.05% 6.61%
2022 -7.04% -9.90% -0.75% 4.23%
2021 3.03% 6.65% 1.59% 2.28%
2020 -18.03% 18.02% 4.11% 10.04%
2019 9.50% 7.05% 2.38% 4.40%
2018 -4.77% 7.16% 4.04% -12.50%
2017 5.21% 2.00% 2.30% 4.71%
2016 1.13% 4.01% 8.79% 6.46%
2015 7.04% -3.45% -4.93% 7.93%

2014 -1.00% 2.10% 2.91% 3.87%

Rank in Category (By Total Return)

YTD 51
1-Month 71
3-Month 51
1-Year 83
3-Year 47
5-Year 39

Load Adjusted Returns

1-Year 0.66%
3-Year 3.87%
5-Year 9.97%
10-Year 7.85%

Performance & Risk

YTD Return -2.85%
5y Average Return 8.45%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Scottish Widows Unit Trust Managers Ltd
Net Assets 57M
YTD Return -2.03%
Yield 1.20%
Morningstar Rating
Inception Date May 02, 2017

Fund Summary

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